Cambridge Associates’s iShares Russell 1000 Growth ETF IWF Stock Holding History

Cambridge Associates’s Portfolio IWF Stock Details IWF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-56,988	Closed	-$5.19M	–	65
2024 Q2	$5.19M	Buy	+56,988	New	+$4.87M	0.24%	33
2021 Q2	–	Sell	-22,396	Closed	-$1.36M	–	47
2021 Q1	$1.36M	Sell	22,396 -6,540	-23%	-$398K	0.11%	46
2020 Q4	$1.74M	Hold	28,936	–	–	0.14%	38
2020 Q3	$1.57M	Sell	28,936 -250,432	-90%	-$13.2M	0.15%	47
2020 Q2	$13.4M	Buy	+279,368	New	+$12.3M	1.35%	19

Other funds holding IWF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cambridge Associates's IWF Position: Q3 2024 in Review

Cambridge Associates sold out of iShares Russell 1000 Growth ETF (IWF) in Q3 2024, closing a stake of 56,988 shares — an estimated $5.19M sold.

Cambridge Associates first reported a position in IWF in Q2 2020 and held it in 5 quarters. The position peaked at $13.4M in Q2 2020. 2,071 funds tracked by Wall St. Rank hold IWF as of Q3 2024.

Cambridge Associates reported no remaining iShares Russell 1000 Growth ETF position as of Q3 2024 after selling out during the quarter.
Cambridge Associates sold 56,988 iShares Russell 1000 Growth ETF shares in Q3 2024, an estimated $5.19M.
Cambridge Associates first reported a position in iShares Russell 1000 Growth ETF in Q2 2020 and held it in 5 quarters.
Cambridge Associates's iShares Russell 1000 Growth ETF position peaked at $13.4M in Q2 2020.
2,071 funds tracked by Wall St. Rank held iShares Russell 1000 Growth ETF as of Q3 2024.

Based on Cambridge Associates's 13F filing for Q3 2024, filed 14 Nov 2024.